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Kaydan Wealth Management, Inc. — 13F Holdings & Portfolio

CIK 1964532 · latest 13F-HR filed 2026-07-24

Backtest portfolio

Kaydan Wealth Management, Inc. manages $328.1M in 13F-reported U.S. long-equity assets across 115 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VTV (11.33%), VEA (9.70%), FTSM (7.51%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 9 new positions, exited 3, added to 77, and trimmed 9.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
329 W. SILVER LAKE ROAD
FENTON, MI 48430
Phone
(810) 593-1624
Filing Manager
Kaydan Wealth Management, Inc.
FENTON, MI
Signatory
Joyce A. Kruzan
Director
Loading holdings…
AUM

$328.1M

Long-equity book

Holdings

115

Distinct positions

Period

2026-06-30

Filed 2026-07-24

Q/Q Activity

+9 / −3 / ↑77 / ↓9

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$16.9M +402.7%
  • VANGUARD INDEX FDS$8.4M +161.7%
  • VANGUARD INDEX FDS$4.6M +14.2%
  • VANGUARD TAX-MANAGED FDS$3.4M +12.0%
  • ISHARES TR$2.5M +17.0%
Show all 77 →

Top Trims

  • ISHARES GOLD TR-$15.3M -97.6%
  • ISHARES TR-$7.5M -58.0%
  • ISHARES TR-$7.2M -39.0%
  • STRYKER CORPORATION-$583.1K -31.2%
  • AT&T INC-$157.9K -28.3%
Show all 9 →

New Positions

  • ISHARES TR$15.9M
  • INVESCO QQQ TR$4.9M
  • FIRST TR EXCHANGE-TRADED FD$1.0M
  • FORTINET INC$709.3K
  • RTX CORPORATION$365.6K
Show all 9 →

Exited Positions

  • PROSHARES TR$14.7M
  • CONOCOPHILLIPS$252.4K
  • ABBOTT LABORATORIES$204.6K
Show all 3 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VTV 922908744 $37.2M 11.33% 170,649 SH
2 VANGUARD TAX-MANAGED FDS VEA 921943858 $31.8M 9.70% 446,720 SH
3 FIRST TR EXCHANGE-TRADED FD FTSM 33739Q408 $24.6M 7.51% 412,387 SH
4 ISHARES TR IWM 464287655 $21.2M 6.45% 70,426 SH
5 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $20.7M 6.31% 97,323 SH
6 ISHARES TR ITOT 464287150 $17.2M 5.24% 104,642 SH
7 ISHARES TR EEM 464287234 $15.9M 4.85% 232,524 SH
8 VANGUARD INDEX FDS VTI 922908769 $13.5M 4.13% 36,601 SH
9 ISHARES TR IEF 464287440 $11.3M 3.44% 119,262 SH
10 FIRST TR EXCHANGE-TRADED ALP FTA 33735J101 $8.4M 2.55% 86,611 SH
11 ISHARES TR IJH 464287507 $7.5M 2.29% 97,660 SH
12 ISHARES TR OEF 464287101 $6.9M 2.11% 18,965 SH
13 ISHARES TR IEFA 46432F842 $5.8M 1.75% 59,590 SH
14 ISHARES TR TLT 464287432 $5.4M 1.65% 62,541 SH
15 INVESCO QQQ TR QQQ 46090E103 $4.9M 1.49% 6,657 SH
16 ISHARES TR IVV 464287200 $4.9M 1.49% 6,523 SH
17 VANGUARD SPECIALIZED FUNDS VIG 921908844 $4.7M 1.42% 19,656 SH
18 VANGUARD INDEX FDS VUG 922908736 $4.6M 1.40% 53,493 SH
19 FIRST TR EXCHANGE-TRADED FD FVD 33734H106 $4.2M 1.28% 86,897 SH
20 FIRST TR EXCHANGE TRADED FD TDIV 33738R118 $3.4M 1.05% 29,923 SH
21 RAYMOND JAMES FINL INC RJF 754730109 $3.2M 0.98% 21,175 SH
22 APPLE INC AAPL 037833100 $3.0M 0.93% 10,511 SH
23 ISHARES TR IVW 464287309 $2.9M 0.88% 20,893 SH
24 ISHARES TR DVY 464287168 $2.5M 0.77% 16,230 SH
25 MICROSOFT CORP MSFT 594918104 $1.9M 0.59% 5,160 SH
26 ISHARES TR IYW 464287721 $1.8M 0.55% 7,185 SH
27 FIRST TR EXCHANGE-TRADED ALP FNX 33735B108 $1.8M 0.54% 12,109 SH
28 CATERPILLAR INC CAT 149123101 $1.8M 0.54% 1,650 SH
29 ISHARES TR IYY 464287846 $1.7M 0.52% 9,273 SH
30 SELECT SECTOR SPDR TR XLK 81369Y803 $1.6M 0.50% 8,585 SH
31 FIRST TR EXCHANGE TRADED FD RDVY 33738R506 $1.6M 0.50% 20,078 SH
32 VANGUARD STAR FDS VXUS 921909768 $1.6M 0.48% 18,380 SH
33 FIRST TR EXCHANGE-TRADED ALP FEX 33734K109 $1.5M 0.45% 10,572 SH
34 ISHARES TR USMV 46429B697 $1.4M 0.43% 14,547 SH
35 JPMORGAN CHASE & CO JPM 46625H100 $1.4M 0.42% 4,161 SH
36 STRYKER CORPORATION SYK 863667101 $1.3M 0.39% 4,075 SH
37 GENERAL MTRS CO GM 37045V100 $1.3M 0.39% 16,534 SH
38 OSHKOSH CORP OSK 688239201 $1.2M 0.37% 7,988 SH
39 INVESCO EXCHANGE TRADED FD T PRF 46137V613 $1.2M 0.35% 21,505 SH
40 WISDOMTREE TR DON 97717W505 $1.1M 0.35% 20,045 SH
41 DEERE & CO DE 244199105 $1.1M 0.34% 1,778 SH
42 DBX ETF TR DBAW 233051820 $1.1M 0.34% 22,991 SH
43 ISHARES INC IEMG 46434G103 $1.0M 0.31% 12,470 SH
44 FLEXSHARES TR QDEF 33939L845 $1.0M 0.31% 11,827 SH
45 ISHARES TR IWF 464287614 $1.0M 0.31% 8,248 SH
46 FIRST TR EXCHANGE-TRADED FD FTCS 33733E104 $1.0M 0.31% 10,898 SH
47 VANECK ETF TRUST MOAT 92189F643 $915.7K 0.28% 8,808 SH
48 ISHARES TR LRGF 46434V282 $912.3K 0.28% 12,063 SH
49 ALPHABET INC GOOG 02079K107 $869.5K 0.26% 2,461 SH
50 JOHNSON & JOHNSON JNJ 478160104 $836.4K 0.25% 3,293 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-24 $328.1M 115 0001172661-26-002790
2026-03-31 2026-04-29 $299.0M 109 0001172661-26-001566
2025-12-31 2026-01-12 $345.5M 112 0001172661-26-000120